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Gardner Leader LLP

WHITE HART HOUSE, MARKET PLACE, NEWBURY, RG14 5BA, ENGLAND
Tel:
Work 01635 508080
Fax:
Fax 01635 521341
DX:
30805 NEWBURY
Email:
Web:
www.gardner-leader.co.uk
Maidenhead, Newbury, Thatcham

Penny Wright

Tel:
Work 01635 508170
Email:
Web:
www.gardner-leader.co.uk/specialist/penny-wright-2/
Gardner Leader LLP

Work Department

Personal tax, trusts and probate and Charities and not-for-profit

Position

Penny is a Partner at Gardner Leader in the Inheritance Protection team.

Penny qualified as a solicitor in 1999 and has wide-ranging experience of acting for individuals in relation to their Wills, estate planning, trusts, powers of attorney, probate and inheritance tax planning.

Penny’s charity law specialism includes setting up and registering new charities; advising on trustee responsibilities and governance issues; dealing with Charity Commission on regulatory matters; compliance with the Charities Act requirements; dealing with charity assets including permanent endowments; advising on mergers, reconstructions and winding up charities.

Member

Society of Trust & Estate Practitioners (STEP)
Charity Law Association
Law Society Private Client Section.
Fully accredited member of the Solicitors of the Elderly

Education

LPC, Legal Practice, Guildford College of Law (1996-1997)
LLB, University of Wales, Cardiff (1992-1995)


South East: Private client

Personal tax, trusts and probate: Thames Valley, Berks, Oxon, M4/M40

Within: Personal tax, trusts and probate: Thames Valley, Berks, Oxon, M4/M40

With ‘very capable, experienced and competent staff’, Gardner Leader LLP is recommended for its ‘quick response times’ and ‘personal and friendly touch’. Practice head Jolyon Barton has a broad practice, advising on inheritance tax and capital gains tax mitigation, wills drafting, trust creation, Court of Protection matters and powers of attorney. The ‘very friendly, knowledgeable, calm and excellent with clients’ Robert Jobson advises on all aspects of inheritance planning, and regularly assists with the establishment of new trusts and the administration of existing trusts. Penny Wright has ‘an incredible depth of knowledge and a wealth of experience’, which includes wills, probate, charitable trusts, and complex international estates and domicile issues. Wright and senior associate Niamh Minihane are the key contacts for mental capacity matters. The team was strengthened in 2017 by the hire of senior associates Marie Verney and Richard Mead. Senior associate David Finnerty is noted for his specialism in assisting clients with questions surrounding their digital assets.

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